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Desiree D. Pierce , CFP ®


Desiree D. Pierce

Desiree Pierce is a director in the Los Angeles office, overseeing management of complex wealth, such as sophisticated wealth transfer planning techniques, business succession planning, investment management, charitable giving and multigenerational wealth transfer for ultra-high-net-worth families. She works with clients to help them align their wealth with their values while developing better communication, education and decision making skills.

Desiree has been in the financial services industry for more than 20 years. Prior to joining Wells Fargo in 2008, she worked at Northern Trust where she held a number of positions in wealth management working with high-net-worth clients. Prior to Northern Trust, Desiree had her own financial planning franchise specializing in investment management and financial consulting. She supported offices in California and Arizona. In addition, she also owned a company specializing in credit analysis, asset recovery and legal research.

Desiree studied business and pre-law at Venture College.  She is a CFP® professional and is a SAFE-registered mortgage loan originator (NMLSR ID 527287).

Desiree is a member of Step Up Women’s Group, the Women in Leadership Council and the Beverly Hills Bar Association. She is actively involved in the communities she resides and has been on the board and member of Boys Town of Southern California, Los Angeles New West Symphony, Mental Health Advocacy Services, Jewish Family Children’s Services, University of Arizona Eller Business School and the University of College of Public Health.

Desiree makes her home in Los Angeles with her family while enjoying travel, symphony, running, snow skiing, and golf.

707 Wilshire Boulevard, Suite 5400

Los Angeles, CA 90017